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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Meathead who wrote (160764)	9/16/2000 10:02:48 AM
From: Don Edgerton	Respond to of 176388

I am amused that the market is bashing the likes of Dell and CSCO and expressing concerns of overvaluation while running utilities to new highs when in most cases they can't increase capacity in the short run, incremental off grid power purchases are very expensive and with the high utility bills and slowing economy, unit demand will slow. Duke power now sells at a PEG of over 3 on trailing earnings. Hawaiian Electric at 2.5. Con Ed about the same. Most revenue increases will come from the pass through of higher fuel costs and really don't help the bottom line. DELL seems to have lost its glitter. It was so successful in kicking everybody's butt, it has become ho-hum. It needs to do something to get investors excited again. What, I don't know. SUNW will slow within a lear or so, as internet penetration reaches saturation. Just how many more server farms will be built when the ability to raise capital has been cut by market macinations. SUNW's market then becomes a replacement market, much as the pC market has become and the short term demand surge will drop back to 20% rev growth. In the mean time DELL is positioned globally with in local markets where penetration is much less and it can still take market share buy offering its integrated cradle to grave PC support.